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Fuso Dentsu (7505) · RiskMitigated

Delays in Hardware Delivery Schedules Due to Shortages of Electronic Components, Including Semiconductors

First written in FY2022-Q2. 1 of 4 entries say "Restated". Latest entry: FY2023.

4entries
2years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022-Q2 – FY2022-Q3ReframedFY20222022: 320222023: 12023
Same theme, other companies
Delayed supply of electrical installation materials due to the semiconductor shortageA theme 9 companies write about · 9 as a headwind · 0 as a tailwind

1 other company's latest entry also says "Mitigated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2023MitigatedAnnual report

    「To address these risks, we are working to gather various procurement and supply chain-related information at an early stage, expand our suppliers and partner companies, and strengthen collaboration.」

    Specific measures to address procurement and supply chain risks were described, including early collection of information, expansion of suppliers and partner companies, and stronger collaboration.
  2. FY2022ReframedAnnual report

    「We conduct our business through transactions with various suppliers and partner companies. Accidents involving business partners, deterioration in their financial condition, changes in their management policies, global trends in semiconductor supply and demand, and changes in the economic and distribution environment may cause delays in procuring necessary products and components, higher costs, and delays in system development and construction, which could affect our operating results and financial position.」

    The discussion was expanded from the individual risk of delivery delays caused by shortages of semiconductors and other electronic components to risks across procurement and the entire supply chain, including suppliers and partner companies, semiconductor supply and demand, and the economic and distribution environment.
  3. FY2022-Q3RestatedAnnual report

    「We were affected by hardware delivery delays caused by the global shortage of electronic components, including semiconductors.」

    It was stated that the impact of hardware delivery delays caused by shortages of semiconductors and other electronic components had actually continued from the previous quarter.
  4. FY2022-Q2First statedAnnual report

    「We were affected by hardware delivery delays caused by the global shortage of electronic components, including semiconductors.」

    The actual occurrence of hardware delivery delays caused by shortages of semiconductors and other electronic components was recorded as a new business risk.
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"Improved Gross Profit Margin, Operational Efficiency and Cost Reduction" moved the same way as this thread, in the same document, in 2 of its 4 moves.

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Delays in Hardware Delivery Schedules Due to Shortages of Electronic Components, Including Semiconductors | FUSO DENTSU CO.,LTD. (7505) | Komori